Our Support Staff

bree rutherford
Vice President of Operations

Bree is the Vice President of Operations at W.A. Smith Financial and oversees all day-to-day activities. She assists Bill with case preparation and the creation of financial evaluations for prospective clients. Other duties include facilitating client service requests, making sure new accounts are being processed correctly, and tracking company goals and deadlines to assure efficiency and productivity within the office.

Bree graduated from Bowling Green University and joined the team at W.A. Smith Financial Group in 2005. She resides in Berlin Heights with her husband, Kevin, and her two children, Troy and Avery. In her spare time, she enjoys baking and stays busy with various children activities.

andrew toccaceli
Director of Client Relations

Andrew is the Director of Client Relations and assists clients with various service items and any additional requests in regards to their custom retirement plan. He tracks new account applications and outstanding service requests to assure they are taken care of in a timely matter.

He assists W.A. Smith Financial’s advisors with case preparation and client integration, as well as annual and quarterly account reviews. In addition to client service, Andrew also coordinates all of W.A. Smith Financial’s educational events.   

Andrew graduated from Miami University and joined the team at W.A. Smith Financial Group in 2010. He resides in Sandusky and is a member of the Sandusky Ellks Lodge #285. In his spare time, he enjoys staying active in various Elks activities, including bowling and golf. He is also an avid Cleveland sports fan.

michelle brown
Administrative Assistant

Michelle is an Administrative Assistant at W.A. Smith Financial and is in charge of coordinating multiple schedules within the office as well as maintaining office supplies and proper inventory.

She assists with client appreciation event setup and coordination as well as appointment preparation. On a day-to-day basis, Michelle assists the rest of the team with the completion of various projects and client service requests.

Michelle graduated from the University of Toledo and joined the team at W.A. Smith Financial in 2011. She resides in Norwalk with her husband, Nate, and her dogs, Stella and Lucy. In her spare time, she enjoys reading, camping, game nights with friends, & traveling. She also enjoys football and attending Notre Dame games with her husband.

Margie T. Karl, Attorney at Law
Associate Estate Attorney

Margie is W.A. Smith Financial’s recommended Estate Attorney. She assists clients in the development of custom estate plans for all sizes of estates. She specializes in family and financial law, and has extensive experience with elder law issues. 

She has helped our clients develop an estate plan that protects their assets from unnecessary taxation and probate at death. By fixing commons problems with legal documents and updating wills, trusts, and a durable Power of Attorney, Margie installs the final leg of the complete financial plan and works in conjunction with advisors at W.A. Smith Financial to assure our client’s estate plan is cohesive with their investment plan.

Margie graduated from Marietta College and the University of Akron, School of Law. She resides in Olmsted Falls.